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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,714 | $56,894-33.7% | $84,753-55.5% | $62,881-40.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 1.49% | 6.30%-4.8pp | 22.78%-21.3pp | 20.14%-18.7pp |
| Employer contribution / active EE | $1,563 | $2,400-34.9% | $3,574-56.3% | $2,281-31.5% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,723 | $3,581+143.6% | $5,333+63.6% | $4,296+103.1% |